Institutional Ownership Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS). We have compiled data on the 855 institutions that hold shares in the stock, with a total of 296 Million shares, which have been reported (via 13F filing form) to have a value of $21.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
3,071
shares
|
$227,069
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
3,051
shares
|
$225,590
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
3,039
shares
|
$224,703
0.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
3,025
shares
|
$223,668
0.07% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
3,018
shares
|
$223,150
0.03% of portfolio
|
Q3 2025
Reduced 69.35%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
3,000
shares
|
$221,820
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
2,995
shares
|
$221,450
0.01% of portfolio
|
Q3 2025
Added 65.2%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jan 15, 2026 Q4 2025 |
2,982
shares
|
$220,489
1.33% of portfolio
|
Q1 2025
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
2,958
shares
|
$218,714
0.08% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
2,955
shares
|
$218,492
0.01% of portfolio
|
Q4 2025
Reduced 4.74%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
2,950
shares
|
$218,123
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
2,903
shares
|
$214,647
0.03% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
2,898
shares
|
$214,278
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
2,871
shares
|
$212,281
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
2,837
shares
|
$209,767
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
2,834
shares
|
$209,545
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
2,826
shares
|
$208,954
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
2,805
shares
|
$207,401
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
2,799
shares
|
$206,958
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,787
shares
|
$206,070
0.0% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
2,771
shares
|
$204,887
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
2,757
shares
|
$203,852
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
2,728
shares
|
$201,708
0.01% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
2,637
shares
|
$194,979
0.01% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
2,633
shares
|
$194,684
0.0% of portfolio
|
Q3 2025
Reduced 3.62%
|
|